AssetMark Inc’s Limbach Holdings LMB Stock Holding History

AssetMark Inc’s Portfolio LMB Stock Details LMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$245	Buy	+5	New	+$288	﹤0.01%	3579

Other funds holding LMB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

AssetMark Inc's LMB Position: Q3 2026 in Review

AssetMark Inc opened a new position in Limbach Holdings (LMB) in Q3 2026: 5 shares worth $245. The stake represents ﹤0.01% of the portfolio and ranks #3579 among its holdings.

40 funds tracked by Wall St. Rank hold LMB as of Q3 2026.

AssetMark Inc held 5 shares of Limbach Holdings worth $245 as of Q3 2026.
Limbach Holdings was a new AssetMark Inc position in Q3 2026.
Limbach Holdings made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3579 holding.
40 funds tracked by Wall St. Rank held Limbach Holdings as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.